-94.7%
FCUV vs QSR
+28.6%
-123.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.6% | +3.1% |
| 7D | -66.5% | -4.0% | -62.5% | -65.7% |
| 30D | +5.0% | +2.8% | +2.2% | +8.6% |
| 3M | +63.8% | +5.1% | +58.7% | +69.1% |
| 6M | -67.8% | +8.8% | -76.6% | -67.1% |
| YTD | -82.4% | +14.8% | -97.2% | -83.3% |
| 1Y | -94.7% | +25.7% | -120.5% | -95.6% |
| All | -94.7% | +28.6% | -123.3% | -95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded QSR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling